Trusted by 200+ businesses across the Americas
Quoting software
Generate and send professional sales quotes instantly from any device, anywhere. Close deals faster with automated quoting and seamless CRM integration.
At a glance
Who it's for
Is Osmos Right for Your Business?
that send multiple quotes and proposals every month—whether it's a few or hundreds. The more you quote, the more time you save.
Osmos automates follow-ups with email reminders, task creation, and notifications—acting as a sales assistant for your team.
Osmos eliminates manual work by automating the quoting process. You can even replicate your current templates and improve them. Learn how to automate quote creation with quoting software.
Best-fit industries
Osmos is designed for businesses that generate multiple quotes and proposals. Companies that benefit most include:
Distributors (Industrial equipment, medical supplies, components, machinery)
IT Services (Security, hardware, support)
Event Planners & Rental Companies
Travel Agencies
Contractors & Home Service Professionals (Landscaping, roofing, snow removal)
Marketing Consultants & Agencies
Legal & Business ConsultantsStill unsure if Osmos is a good fit?
Let’s Talk!
Core features
Speed
Customers expect speed when requesting a quote.
What if you could generate a polished, professional estimate in under 5 minutes? The faster you respond, the more deals you close.
With Osmos, you can be the first to send a quote and win the sale before competitors even reply.
Automation
Sales teams juggle multiple tasks: updating CRMs, copying client details, adding items to quotes, following up, and more. Osmos eliminates manual work by automating these steps:
No more copy-pasting data or manually chasing leads—Osmos does the heavy lifting.
Customization
Every business has a unique quoting process, and Osmos adapts to yours. Whether you prefer a simple format or a detailed quote layout, Osmos gives you full control over customization.
Add custom fields to contacts, organizations, deals, items, and quotes
Create and manage custom sales pipelines for your business
Easily define user roles and set precise access levels for better control
Replicate your existing spreadsheet templates with our drag-and-drop builder
Catalog & pricing
Your products and services are the heart of every quote.
Osmos offers Configure-Price-Quote (CPQ) capabilities for businesses with complex pricing structures.
Make quoting effortless while maintaining accuracy and profitability.
Beyond quoting
Osmos goes beyond quoting—it's a complete sales and proposal management tool. Not sure you need both? See CRM vs quoting software — do you need both? and compare the best quoting system for your business.
Ready to simplify your quoting process?
Customer stories
I really like the way Osmos creates quotes for me. It helps me keep a standard and neat presentation toward my clients.
What I like about Osmos is that it combines the CRM with the quotes in a seamless manner.
Resources
Discover how precision in pricing and resource allocation boosts efficiency and builds trust with clients. Harness the potential of accurate quotes and estimates to drive your business toward new heights.
Read more about how quotes & estimates boost success →The use of CRM and quoting software can provide numerous benefits for sales and marketing.
Explore the benefits of using a CRM and quoting software →Learn how to craft a winning quote that stands out and captures the attention of potential clients. Discover effective strategies and tips for compelling offers that differentiate you from the competition.
Explore how to creating a winning quote →Practical guides for better quoting
Free quote template · Excel template vs software · How to write a professional quote · Quote vs estimate vs proforma vs invoice · How to send a quote via WhatsApp
Questions
Osmos is a cloud-based quoting software designed to automate quote creation, follow-ups, and approvals. It eliminates manual data entry, integrates with CRM systems, and ensures that sales teams can generate and send professional quotes in minutes. By streamlining the quoting process, businesses can reduce errors, respond faster, and close more deals.
Osmos offers 30+ sales automation rules to simplify quoting and proposal management. The software auto-fills customer and product details, applies pricing rules, and schedules automated follow-ups via email and CRM integration. This ensures that your team spends less time on admin tasks and more time closing deals.
Yes! Osmos allows you to fully customize quote templates using a drag-and-drop builder. You can add company branding, adjust fields, modify pricing structures, and replicate your existing spreadsheet-based proposals. Whether you need simple quotes or complex proposals, Osmos adapts to your business needs.
Osmos is ideal for businesses that send multiple quotes and proposals each month. Industries that benefit the most include:
If your business relies on accurate, fast, and automated quoting, Osmos can help streamline your workflow and increase sales efficiency.
Osmos includes advanced Configure-Price-Quote (CPQ) features, allowing businesses to:
These features help ensure pricing accuracy, save time, and improve sales consistency.
Yes, Osmos integrates with popular sales and accounting platforms to improve efficiency. Key integrations include:
With these integrations, Osmos acts as a centralized quoting and proposal management tool that fits into your existing workflow.
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Ready to simplify your quoting process?
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